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Earnings Call

Mphasis Earnings Call: Key Takeaways

Mphasis reports strong FY26 performance led by high-growth AI-first strategies and BFSI recovery, despite logistical headwinds.

Why this was an Alfa AlertNot a filter event; results were better than general industry growth but lacked a specific materially beaten prior guidance range.
Highlights
Revenue growthFY26 CC revenue grew 6.7% YoY; Q4 grew 7.1% YoY.
MarginsEBIT margins stable at 15.3% despite forex hedge headwinds.
Order bookRecord annual net new TCV of $1.12 billion, up 68% YoY.
Demand visibilityStrong demand in BFSI and AI; soft decision cycles in TMT.
Management confidenceCEO highly confident in AI-led transformation and large deal pipeline.

Growth

Constant currency revenue grew 6.7% YoY in FY26; direct business rose 9.2% in Q4.

Outlook

Guidance for FY27 projects high single to low double-digit growth with 14.75%-15.75% margins.

Risks

Logistics vertical volatility, macroeconomic uncertainty, and persistent forex hedge losses impact reported margins.

Source

Earnings Call filed with NSE, NSE: MPHASIS. Summary written with AI assistance from the document.

Read the document ↗

Mphasis Ltd: key numbers

Share price
₹2,234.00
Market cap
₹42,463 Cr
Revenue (annual)
₹15,880 Cr
Net profit (annual)
₹1,863 Cr
P/E (TTM)
22.2×Sector 22.1×
Promoter holding
30.54%-0.01% QoQ
FII holding
19.50%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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